Compliance Resources

Navigating Regulatory Compliance When Hosting Mortgage Events

Mortgage businesses frequently organize events – from first-time homebuyer seminars to open houses, happy hours to charity events – to create and...

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Advertising Positive Feedback the Right Way: Customer Testimonials & Mortgage Compliance

For as long as companies have advertised their wares and services, customer testimonials have been a powerful method of attracting new business....

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Live Videos & ‘Stories’ in Mortgage Marketing: Balancing Engagement with Compliance

Social media videos such as Instagram Stories – whether live broadcasts or 24-hour ‘temporary’ clips – offer lenders a dynamic way to connect with...

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Navigating HUD, FDIC, and FHA Regulations Within Advertising and Marketing

In the mortgage industry, maintaining compliance in advertising and marketing is critical for protecting both consumers and lenders. Federal agencies...

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Contests & Sweepstakes....and a Lawsuit?

Contest, sweepstakes, giveaways—they are all the same, right? Not exactly. While in our everyday language usage, we might use these terms...

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